EHX Admin Guide: Creating a Custom Export Map Purpose: There
are times when a client will want to retrieve data for reports, review, or just
general reference. We can create a custom data export that is generated
from the interviews or company data contained within the site. The client
can retrieve this information via email in a protected .csv file if they
wish. Creating
a New File Definition for a New Export: In order to
create a custom data export, you will have to tell the system what specific
data you need to be pulled. To do so, you must create a new file
definition. This is a .csv file with the specific fields you wish to pull
listed. 1. Open an excel
sheet 2. Add the fields you wish to pull on Row 1.You can name the fields whatever you wish. (The actual mapping will be done with the correct data objects and variables) 3. Save as a .csv file 4. Log into EHX 5. Click on Import/Export and then Import/
Export Profile 6. Click on New File Definition 7. Upload the .csv file and continue 8. Create the file
definition by entering a Definition Name and the data details: a. The header row
will be 0 b. The data row will
be 1 c. The total fields
will be the number of data fields you entered in the .csv d. The type will
be Export 9. Click Save and then Return Editing
the Export Profile: Once the profile has been created, you
will have to map the fields to enable the data export. 1. Click on Import/Export and then Import
Export Profiles 2. Click on Data Maps next to the profile you wish to edit 3. Click on New
Map 4. From this page,
you can now do the following: a. Enter the map name b. Update contact
email address and password for exported file (not required) c. Complete the
mapping by choosing the correct Data Object and Variable for each data point
you required d. Click Save
Map TIP: There are quite a few Data Objects and Variables to choose
from. Each Data Object will have its own set of variables. If you
inadvertently choose the incorrect data point, you can go back and edit this at
any time! More information on editing later in this document. Exporting the Data: Once the profile
has been mapped and saved, you can view the results and retrieve the data. 1. Click on Import/Export and then Import/ Export Data 2. Click on the Export Data tab on the file you wish to
export 3. Choose the search parameters that you require and then
click Export Export Map Options:
Opening
the Protected File: If the option to send a protected file was enabled, you
will need to complete the following steps to open the.csv: 1. Email will be sent by NOREPLY@efficientforms.com 2. Download the file
as it will be contained in a compressed zip folder 3. Open the zip
folder and click on the file 4. Enter the password
that was added during the export configuration TIP: There are quite a few Data Objects and Variables to choose from. Each
Data Object will have its own set of variables. If you inadvertently choose the
incorrect data point, you can go back and edit this at any time! More
information on editing later in this document Editing the Data: By clicking on Data Maps under the
Import/Export Profiles you can view, edit, and/or delete the current maps as
well as add a new map. You can also change the default email address and
password here. 1. Click on Import/Export
Profiles under the Import/Export header 2. Choose the profile you wish to edit by clicking on Data Maps 3. Click View/Edit 4. Click Edit Map 5. Make any necessary
changes and then click Save Changes TIP:
You can only edit the following fields:
If you need to
update the number of fields or the CSV Field Name, you will have to create a
new .csv file with the additional headers/Field Names and complete a new
profile. Revised: January 2019 |